USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$164K ﹤0.01%
20,000
+5,000
852
$161K ﹤0.01%
+10,000
853
$160K ﹤0.01%
+11,000
854
$154K ﹤0.01%
11,033
-3,420
855
$149K ﹤0.01%
16,600
856
$147K ﹤0.01%
12,765
-412
857
$145K ﹤0.01%
+11,204
858
$142K ﹤0.01%
+12,600
859
$142K ﹤0.01%
+14,112
860
$141K ﹤0.01%
+10,000
861
$121K ﹤0.01%
+1,323
862
$120K ﹤0.01%
+2,616
863
$120K ﹤0.01%
+13,500
864
$117K ﹤0.01%
14,602
865
$117K ﹤0.01%
+10,188
866
$114K ﹤0.01%
11,059
+10
867
$97.2K ﹤0.01%
13,350
-720
868
$85.7K ﹤0.01%
18,500
869
$82.1K ﹤0.01%
22,500
+7,500
870
$78.4K ﹤0.01%
+11,918
871
$77.1K ﹤0.01%
14,827
872
$73.2K ﹤0.01%
21,348
+2,270
873
$57.4K ﹤0.01%
20,000
874
$57.4K ﹤0.01%
+11,610
875
$54.9K ﹤0.01%
+16,333
33 34
35
36 37